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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,695 | $96,419+34.5% | $80,648+60.8% | $139,487-7.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 40.42% | 1352.86%-1312.4pp | 937.21%-896.8pp | 373.84%-333.4pp |
| Employer contribution / active EE | $1,234 | $3,261-62.1% | $2,724-54.7% | $4,755-74.0% |
| Participant deferral / active EE | $15,881 | $5,225+203.9% | $4,443+257.4% | $6,713+136.6% |
| Admin fee / account holder | $162 | $6,605-97.5% | $5,382-97.0% | $11,407-98.6% |